Consulting Services
News & Updates
The U.S. Department of Labor has taken significant steps to make sure retirement plan participants are getting the services they need at a fair price.
Follow the link to download our latest newsletter.
Changes are coming that expand the availability of FMLA-covered leave.
National actuarial and employee benefits firm Swerdlin & Company promotes Lee Swerdlin to President and COO.
Our final newsletter of 2011 is online, waiting for you!
Our clients have on-demand access to our consulting group. Our approach is straightforward. Answering questions from our clients and their advisers is included in our basic fee. If research is required, we always obtain fee approval before beginning our work.
Our service philosophy is to focus on each client's needs and customize on an individual basis whenever needed. Examples of some of our consulting engagements include:
- ESOP Repurchase Liability Studies
- Plan Design Feasibility & Projections
- Preparation of Comprehensive Employee Benefit Statements
- Participant Communication Strategy and Implementation
- Employee Plans Compliance Resolution System (fixing operational errors)
We continuously keep you abreast of the latest in regulatory changes and customize impact studies where applicable.